Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
183 hedge funds and large institutions have $894M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 89 reducing their positions, and 45 closing their positions.
3.04% more ownership
Funds ownership: 33.34% → 36.37% (+3%)
1% less capital invested
Capital invested by funds: $904M → $894M (-$9.51M)
12% less funds holding
Funds holding: 209 → 183 (-26)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
53% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 45
55% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$131M |
| 2 |
QI
QS Investors
New York
|
+$9.99M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.75M |
| 4 |
BA
BCM Advisors
Lafayette,
Louisiana
|
+$5.14M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$3.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$18.3M |
| 2 |
Morgan Stanley
New York
|
-$14.9M |
| 3 |
LPL Financial
San Diego,
California
|
-$10.8M |
| 4 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$8M |
| 5 |
Jane Street
New York
|
-$7.41M |
SPHD Hedge Fund Activity: Q2 2018 in Review
183 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) for Q2 2018, worth a combined $894M — down 1.1% from $904M a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of SPHD and 21 opened new positions — a net loss of 24 holders — while 89 trimmed existing stakes and 40 added.
The largest buyer was Cornerstone Wealth Management, adding an estimated $131M. The largest seller was Ameriprise, cutting an estimated $18.3M.
- 183 institutional investors held Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) as of Q2 2018, down from 209 in Q1 2018.
- Funds reported $894M of Invesco S&P 500 High Dividend Low Volatility ETF stock for Q2 2018, down 1.1% quarter-over-quarter.
- 21 funds opened new Invesco S&P 500 High Dividend Low Volatility ETF positions in Q2 2018 and 45 closed out, a net change of -24 holders.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $131M added.
- The largest Invesco S&P 500 High Dividend Low Volatility ETF seller in Q2 2018 was Ameriprise, an estimated $18.3M sold.
Based on aggregated 13F filings for Q2 2018.